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Princeton Global Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Princeton Global Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4K Sell
173
-263
-60% -$24.9K ﹤0.01% 519
2026
Q1 		$41.6K Hold
436
– – 0.01% 382
2025
Q4 		$41.9K Buy
+436
New +$42.2K 0.01% 368

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Princeton Global Asset Management's IEF Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 60% in Q2 2026, selling an estimated $24.9K and leaving 173 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Princeton Global Asset Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.9K in Q4 2025. 329 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Princeton Global Asset Management held 173 shares of iShares 7-10 Year Treasury Bond ETF worth $16.4K as of Q2 2026.
  • Princeton Global Asset Management sold 263 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.9K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #519 holding.
  • Princeton Global Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $41.9K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.